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IYKIYK
2 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES TR

Dynasty Wealth Management, LLC holds 1.7M shares of IYK (ISHARES TR), worth $126.5M as of 2026-Q2. The position was decreased (-18.2% shares). IYK represents 0.9% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$126.5M

Current Shares

1.7M

Total Value Change

-$22.6M

Total Shares Change

-388,343

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.7M
-18.2%
$126.5M0.9%$72.66
0
2026-Q1
New
2.1M
-
$149.1M1.3%$75.46
69

Other major holders of IYK: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, HSBC HOLDINGS PLC, BANK OF AMERICA CORP /DE/

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